Sage Timeslips

I am looking for a report in Timeslips that will list the billed invoices for a specific client for a specific date range. I would like something as simple as the data presented when you go to the "Reprint Bills" option in the "Bills" menu. For a specific…

Some payments were entered into the system without being applied to any invoice. How can I locate unapplied payments?

Is there a way to track which user posted a specific payment to a trust account? Maybe like a user log or something to that extent. Thank you!

Sage Timeslips 9.7. I can retrieve, apply filter data, and run Detail Reports (.rpt) but after crunching the data, the report doesn't appear and no error is displayed. I suspect the Sage Crystal Viewer was not installed on this workstation. Is that the…

Hi all - I'm using Sage Timeslips 2020. My version has a field called "Time estimated" that I can input on any given time slip. I would like to be able to see that field on the Pre-Bill worksheet but I can't find any option which will let me do so, not…

Hi all, I'm relatively new to using the Client Funds function. Fyi, I'm using TImeslips 2020. I entered a payment into client funds in March of 2022 and later determined the payment was for a related client and wanted to move the client funds to that…

Is it possible to run a report showing which clients are assigned to specific invoice email templates? Thank you.

With Outlook activated in advance (and remaining in that position at all relevant times) I sent email invoices to my clients beginning with A and everything worked, but when I did the rest of my clients (B-Z), Outlook did not receive any of the emails…

Can I send a message to all our clients thru Timeslips? We are raising our hourly rates and need to let all our clients know.

Hi all! I'm hoping for some help on locating a report to do the following: Show User WIP only by Case. In short I am trying to create a report where I can sort by Case Nickname 2 that will show me the current users with time to be billed. I simply…

Good Morning, I'm new to the Timeslips world and am needing some help. Is there a way to print a report that shows only the slips that are on hold?? Thanks so much!! amy

TIMESLIPS 2019 - We generated 60 invoices for 1 client. We now need to run a report listing all of those invoices broken down by fees, costs, and hours/time. All of the invoices are still on proof stage. Is there a report where we can see a listing for…

I want to mark client "Inactive" that haven't been billed in X amount of years. Is there a report that would show the client and the date of the last invoice? It seems tedious to go through clients one-by-one using billing assistant. I'd rather have a…

Is there a way to schedule reports to run unattended at a certain time of the day without a user having to login and manually generate the report?

So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…

In QuickBooks, we have the a/r account entitled Due From Client for Expenses relating to expenses we've paid on behalf of clients. How do I run a report in Timeslips that will show what the a/r balance is within Timeslips for past months? Meaning, I want…

I'm trying to generate a report in Time Slips that will give me hours of each task recorded for a specific user for a specific client in a specific timeframe. For example - A report showing the hours by task that user #1 recorded in the week ended May…

I need to generate a report that shows do not bill time. Not do not bill from the billing status, but adjustments made to slips at the bottom. Any suggestions? Update: I have Timeslips Premium.

I have a client on a current and supported version of Timeslips (v30) using electronic billing. They have asked if it’s possible to upload the supporting attachment for expenses along with the DAT file. Nancy Duhon answered this question about 4 years…

I need to print a list of all contacts along with their contact information. I'd like for the report to also show what client/matter each contact is associated with. This is not the same as printing a report for the client's contact information ("Contact…

Why won't Slip List print when all other reports will?

Using Timeslips 2019. A couple of months ago the Funds report at the end of each bill went out of alignment. Any payments from account or withdrawals have the number shifted to the right. I have not altered the layout so I don't know what caused it. …

Hello everyone, Hoping to get some help with this: In a networked environment running Timeslips 2010, one user is now unable to reprint bills (display) by going to Bills > Reprint BIlls > Print to "Display" (in drop down box) > Print. clicking ok…

I am running timeslips 2014. Have not updated because it works so well. Boss is getting close to shutting things down in the next year. I now have been informed that one large client with several matters will only accept Ledes 1998n electronic invoices…

We make deposits into our bank that consist of multiple checks paying multiple invoices. We keep track of amounts received from clients for work done by all the different timekeepers and reimbursement of expenses incurred on behalf of the client. For…